Park Avenue Securities’s WisdomTree US Multifactor Fund USMF Stock Holding History

Park Avenue Securities’s Portfolio USMF Stock Details USMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,023	Closed	-$349K	–	1511
2024 Q4	$349K	Buy	+7,023	New	+$355K	﹤0.01%	1217
2023 Q4	–	Sell	-8,983	Closed	-$345K	–	1372
2023 Q3	$345K	Buy	+8,983	New	+$351K	0.01%	986

Other funds holding USMF

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

Park Avenue Securities's USMF Position: Q1 2025 in Review

Park Avenue Securities sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2025, closing a stake of 7,023 shares — an estimated $349K sold.

Park Avenue Securities first reported a position in USMF in Q3 2023 and held it in 2 quarters. The position peaked at $349K in Q4 2024. 65 funds tracked by Wall St. Rank hold USMF as of Q1 2025.

Park Avenue Securities reported no remaining WisdomTree US Multifactor Fund position as of Q1 2025 after selling out during the quarter.
Park Avenue Securities sold 7,023 WisdomTree US Multifactor Fund shares in Q1 2025, an estimated $349K.
Park Avenue Securities first reported a position in WisdomTree US Multifactor Fund in Q3 2023 and held it in 2 quarters.
Park Avenue Securities's WisdomTree US Multifactor Fund position peaked at $349K in Q4 2024.
65 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2025.

Based on Park Avenue Securities's 13F filing for Q1 2025, filed 14 Apr 2025.